Campbell & Co Investment Adviser’s W.P. Carey WPC Stock Holding History

Campbell & Co Investment Adviser’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$539K	Sell	7,925 -11,855	-60%	-$832K	0.03%	723
2025 Q4	$1.27M	Buy	+19,780	New	+$1.32M	0.06%	470
2025 Q3	–	Sell	-9,548	Closed	-$596K	–	1417
2025 Q2	$596K	Sell	9,548 -28,022	-75%	-$1.73M	0.04%	728
2025 Q1	$2.37M	Buy	37,570 +8,176	+28%	+$484K	0.18%	150
2024 Q4	$1.6M	Buy	29,394 +4,369	+17%	+$249K	0.12%	237
2024 Q3	$1.56M	Sell	25,025 -118	-0.5%	-$7K	0.12%	264
2024 Q2	$1.38M	Buy	25,143 +17,697	+238%	+$997K	0.12%	256
2024 Q1	$420K	Buy	+7,446	New	+$446K	0.04%	782
2023 Q4	–	Sell	-4,441	Closed	-$235K	–	1384
2023 Q3	$235K	Sell	4,441 -1,460	-25%	-$93.5K	0.03%	803
2023 Q2	$390K	Buy	5,901 +916	+18%	+$63.7K	0.07%	547
2023 Q1	$378K	Buy	4,985 +201	+4%	+$16K	0.07%	521
2022 Q4	$366K	Sell	4,784 -4,292	-47%	-$322K	0.09%	453
2022 Q3	$620K	Buy	9,076 +4,202	+86%	+$344K	0.14%	249
2022 Q2	$396K	Buy	+4,874	New	+$393K	0.11%	362
2021 Q3	–	Sell	-3,267	Closed	-$239K	–	799
2021 Q2	$239K	Buy	+3,267	New	+$239K	0.1%	391

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Campbell & Co Investment Adviser's WPC Position: Q1 2026 in Review

Campbell & Co Investment Adviser reduced its W.P. Carey (WPC) stake by 60% in Q1 2026, selling an estimated $832K and leaving 7,925 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #723.

Campbell & Co Investment Adviser first reported a position in WPC in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.37M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Campbell & Co Investment Adviser held 7,925 shares of W.P. Carey worth $539K as of Q1 2026.
Campbell & Co Investment Adviser sold 11,855 W.P. Carey shares in Q1 2026, an estimated $832K.
W.P. Carey made up 0.03% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #723 holding.
Campbell & Co Investment Adviser first reported a position in W.P. Carey in Q2 2021 and has held it in 15 quarters since.
Campbell & Co Investment Adviser's W.P. Carey position peaked at $2.37M in Q1 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.